McAdams Group Estate and Tax Planning Center is a financial planner located at 65 Germantown Ct Suite 210, Cordova, TN. The firm provides retirement planning, financial planning, estate planning, and tax planning services.
Contact the location directly to verify current services and availability.
Seven-step educational process for financial planning
Firm is a franchisee of Retirement Income Source
Weekly radio show on retirement and investing
Services
Retirement Planning
Helps clients transform savings into reliable retirement income by analyzing inflation, taxes, and interest rates in relation to post-work goals.
Estate Planning
Assists clients with creating revocable and irrevocable trusts and wills to protect assets and ease estate settlement for beneficiaries.
Tax Planning
Provides guidance on taxable portions of Social Security and retirement income to help reduce tax burden before filing.
Fiduciary Financial Advisory
Offers advice aligned with client needs as a fiduciary, with individualized guidance for long-term investment performance.
Individual Life Insurance
Provides individual life insurance as part of its financial planning services.
Frequently Asked Questions
What retirement planning services does McAdams Group offer? +
The firm helps clients transform savings into reliable retirement income by analyzing factors such as inflation, taxes, and interest rates before filing taxes.
Does McAdams Group provide estate planning assistance? +
Yes, the firm helps clients create trusts and wills, including revocable trusts, and guides them through documentation and implementation.
What is the firm's approach to tax planning? +
It educates clients on the taxable portions of Social Security and retirement income and helps them reduce their tax burden before filing.
Is McAdams Group a fiduciary? +
Yes, the firm describes its advisors as fiduciaries who work with clients to provide guidance aligned with their specific needs and goals.
Contact McAdams Group Estate and Tax Planning Center
